SalesForce Integration & Automation

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GET STARTED TODAY - AUTOMATE SALESFORCE

Automation flow builder for SalesForce

Drag & drop automation flow builder

Up to 10X faster than custom development (engineering)

Pre-built automations and outstanding support

Generate PDFs, XSLX, CSVs and custom emails or reports

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dynamic insight - integration flow builder
AUTOMATION AND DATA INTEGRATION

Welcome the automated company

dynamic insight allows you to integrate and automate processes with SalesForce and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.

This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.

Popular SalesForce automation actions:

Actions

  • Create Ticket ✓
  • Search ✓ - Executes the specified SOSL search.
  • Sobject Rows ✓ - Accesses records based on the specified object ID.
  • Query ✓ - Executes the specified SOQL query.
  • Sobject Get Deleted ✓ - Retrieves the list of individual records that have been deleted within the given timespan for the specified object.
  • Sobject Get Updated ✓ - Retrieves the list of individual records that have been updated (added or changed) within the given timespan for the specified object.
  • Sobject Describe ✓ - Completely describes the individual metadata at all levels for the specified object. For example, this can be used to retrieve the fields, URLs, and child relationships for the Account object.
  • Get Wildcard ✓ - Select your own endpoint for full flexibility

Triggers

  • Schedule trigger ✓
  • On create / update tirgger ✓
  • Manual trigger ✓
  • Webhook tirgger ✓
  • Trigger by other automation ✓

SalesForce integrations:

SalesForce Connector IntegrationAirtable Connector Integration
SalesForce <> Airtable Integration
SalesForce Connector IntegrationBoolean Helper Integration
SalesForce <> Boolean Integration
SalesForce Connector IntegrationMulti Case Helper Helper Integration
SalesForce <> Multi Case Helper Integration
SalesForce Connector IntegrationTerminate Helper Integration
SalesForce <> Terminate Integration
SalesForce Connector IntegrationDelay Helper Integration
SalesForce <> Delay Integration
SalesForce Connector IntegrationSQS AWS Connector Integration
SalesForce <> SQS AWS Integration
SalesForce Connector IntegrationTypeform Connector Integration
SalesForce <> Typeform Integration
SalesForce Connector IntegrationZendesk Connector Integration
SalesForce <> Zendesk Integration
SalesForce Connector IntegrationFreshDesk Connector Integration
SalesForce <> FreshDesk Integration
SalesForce Connector IntegrationMagento Connector Integration
SalesForce <> Magento Integration
SalesForce Connector IntegrationPipedrive Connector Integration
SalesForce <> Pipedrive Integration
SalesForce Connector IntegrationSendGrid Connector Integration
SalesForce <> SendGrid Integration
SalesForce Connector IntegrationRecruitee Connector Integration
SalesForce <> Recruitee Integration
SalesForce Connector IntegrationGoogle Translate Connector Integration
SalesForce <> Google Translate Integration
SalesForce Connector IntegrationClearbit Connector Integration
SalesForce <> Clearbit Integration
SalesForce Connector Integrationlexoffice Connector Integration
SalesForce <> lexoffice Integration
SalesForce Connector IntegrationTrello Connector Integration
SalesForce <> Trello Integration
SalesForce Connector IntegrationTrustpilot Connector Integration
SalesForce <> Trustpilot Integration
SalesForce Connector IntegrationUPS Connector Integration
SalesForce <> UPS Integration
SalesForce Connector IntegrationZenloop Connector Integration
SalesForce <> Zenloop Integration
SalesForce Connector IntegrationSlack Connector Integration
SalesForce <> Slack Integration
SalesForce Connector IntegrationSpryker Connector Integration
SalesForce <> Spryker Integration
SalesForce Connector IntegrationJira Connector Integration
SalesForce <> Jira Integration
SalesForce Connector IntegrationCoface Connector Integration
SalesForce <> Coface Integration
SalesForce Connector IntegrationDropbox Connector Integration
SalesForce <> Dropbox Integration
SalesForce Connector IntegrationFreshsales Connector Integration
SalesForce <> Freshsales Integration
SalesForce Connector IntegrationGoogle Sheets Connector Integration
SalesForce <> Google Sheets Integration
SalesForce Connector IntegrationHubspot Connector Integration
SalesForce <> Hubspot Integration
SalesForce Connector IntegrationCrossbase Connector Integration
SalesForce <> Crossbase Integration
SalesForce Connector IntegrationAssetti Connector Integration
SalesForce <> Assetti Integration
SalesForce Connector IntegrationFastbill Connector Integration
SalesForce <> Fastbill Integration
SalesForce Connector IntegrationDict Helper Helper Integration
SalesForce <> Dict Helper Integration
SalesForce Connector IntegrationFTP Helper Helper Integration
SalesForce <> FTP Helper Integration
SalesForce Connector IntegrationLooper Helper Integration
SalesForce <> Looper Integration
SalesForce Connector IntegrationMail Sender Helper Integration
SalesForce <> Mail Sender Integration
SalesForce Connector IntegrationValidation Helper Helper Integration
SalesForce <> Validation Helper Integration
SalesForce Connector IntegrationData Warehouse Helper Helper Integration
SalesForce <> Data Warehouse Helper Integration
SalesForce Connector IntegrationMulti Flow Trigger Helper Integration
SalesForce <> Multi Flow Trigger Integration
SalesForce Connector IntegrationScheduler Helper Integration
SalesForce <> Scheduler Integration
SalesForce Connector IntegrationSpreadsheet Helper Helper Integration
SalesForce <> Spreadsheet Helper Integration
SalesForce Connector IntegrationXML Helper Helper Integration
SalesForce <> XML Helper Integration
SalesForce Connector IntegrationZIP Helper Helper Integration
SalesForce <> ZIP Helper Integration
SalesForce Connector IntegrationJSON Helper Helper Integration
SalesForce <> JSON Helper Integration
SalesForce Connector IntegrationWebhook Helper Integration
SalesForce <> Webhook Integration
SalesForce Connector IntegrationSQL Connector Helper Integration
SalesForce <> SQL Connector Integration
SalesForce Connector IntegrationXLSX Helper Helper Integration
SalesForce <> XLSX Helper Integration
SalesForce Connector IntegrationRest Client Helper Integration
SalesForce <> Rest Client Integration
SalesForce Connector IntegrationFile Storage Helper Helper Integration
SalesForce <> File Storage Helper Integration
SalesForce Connector IntegrationCSV Helper Helper Integration
SalesForce <> CSV Helper Integration
Note: We can create new connections in under 48 hours. Please raise a support ticket here stating the connector, action and your use-case.

Get in touch with one of our consultants

GET IN TOUCH

HOW CAN WE HELP?

Frequently Asked Questions (FAQ)

How can I integrate and automate SalesForce?

First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the SalesForce integration, among many others.

My app, tool or system is not listed as an integration above - how can I integrate it?

We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashined systems and interfaces can take more time. Please contact us for details using the contact form.

What is dynamicInsight?

dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.

More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).